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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,199 | $111,878-39.9% | $93,727-28.3% | $145,897-53.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.16% | 204.28%-193.1pp | 133.83%-122.7pp | 552.29%-541.1pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,092 | $4,920+23.8% | $4,417+37.9% | $6,689-8.9% |
| Admin fee / account holder | $2,722 | $10,256-73.5% | $8,292-67.2% | $13,390-79.7% |